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Toronto Dominion Bank

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$257K -$9.95K -154 -4%
KI
502
Kula Investments
Illinois
$256K +$255K +3,950 New
CB
503
Commerce Bank
Missouri
$254K +$15.7K +243 +7%
WC
504
Wexford Capital
Florida
$254K
BFG
505
Berger Financial Group
Minnesota
$254K +$4K +62 +2%
ATC
506
Adirondack Trust Company
New York
$253K -$388 -6 -0.2%
PP
507
PDS Planning
Ohio
$252K -$39.2K -607 -13%
CT
508
Columbia Trust
Oregon
$251K -$31.6K -489 -11%
SVWAG
509
Sound View Wealth Advisors Group
Georgia
$247K -$5.36K -83 -2%
Chevy Chase Trust
510
Chevy Chase Trust
Maryland
$246K -$200K -3,100 -45%
BL
511
Balentine LLC
Georgia
$241K +$241K +3,728 New
EAM
512
Empirical Asset Management
Massachusetts
$240K
TSS
513
Two Sigma Securities
New York
$240K +$239K +3,703 New
PA
514
Parallel Advisors
California
$240K -$91.3K -1,413 -28%
SG
515
Stonnington Group
California
$240K
AFC
516
AFT Forsyth & Company
Florida
$237K
AWS
517
Atria Wealth Solutions
New York
$236K +$1.81K +28 +0.8%
IP
518
Investment Partners
Ohio
$235K -$159K -2,463 -40%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$235K +$9.56K +148 +4%
LSPW
520
Lake Street Private Wealth
Illinois
$235K -$18.6K -288 -7%
WTC
521
WhitTier Trust Company
Nevada
$234K -$50.8K -786 -18%
CFO
522
CVA Family Office
Colorado
$233K +$233K +3,600 New
VFA
523
Valeo Financial Advisors
Indiana
$233K -$58.6K -907 -20%
FAFN
524
First Affirmative Financial Network
Colorado
$232K +$231K +3,577 New
SAM
525
Silvercrest Asset Management
New York
$231K -$10.1K -156 -4%